How do I use the setup hub (Start fresh)?

ForLandlordsProperty managers

Who can do this

Landlord and Organization accounts.

Where to find it

Welcome to Kera 👋 → Start fresh → Let's set up your Kera.

Steps

  1. Look at the badge "<n> of <total> set up" and the tiles:
    • Add your properties → Add a property.
    • Add your owners → Add an owner (Property Managers only).
    • Set up your accounting → Set up.
    • Set up rent payments → Connect my account.
    • Add your leases → Add a lease. Locked with "Add a property first" until a property exists.
    • Add your vendors → Add a vendor.
    • Add your documents → Add a document.
  2. Click a tile's button. The matching form opens (the property, owner, lease, vendor and document forms are covered in their own chapters). When you save, the tile shows a check and its done label (for example "Properties in Kera") with an Add another button.
  3. Click Set up later on any tile you want to skip. Skipped tiles move to "Saved for later:". Click a pill there to bring the tile back.
  4. When every tile is done or skipped, finish (see the next articles).

What happens next

Your choices are saved, so a reload keeps them. Back returns to the three cards.

Good to know

Skipping the accounting tile asks first: Skip accounting setup? with Skip for now. Other tiles skip straight away.

Troubleshooting

"Couldn't skip this section" or "Couldn't restore this section": try again.

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